Payton Chipley is a financial advisor at Badgley Phelps Wealth Managers in Seattle, WA, with four years of industry experience. He holds a Series 65 credential and previously worked at Arrian Investments, Inc. and Northwestern Mutual. Chipley also acts as an independent licensed insurance agent, providing life, accident, and health insurance products. Badgley Phelps Wealth Managers offers personalized wealth and investment management services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm employs a disciplined investment approach featuring multi-strategy portfolio construction and provides tax, insurance, and credit/cash management solutions through affiliated and third-party providers.

Harrison Leu is a financial advisor at Brighton Jones LLC with a Series 65 designation and less than one year of industry experience. His prior work includes roles at The Golf Club at Redmond Ridge, Seattle Convention Center, Sand Point Country Club, The North Face, University of Washington, Interbay Golf Center, and Seattle Public Schools. Brighton Jones serves high-net-worth and ultra-high-net-worth individuals and families, business entities, trusts, charitable organizations, and retirement plan sponsors. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, offering discretionary and non-discretionary investment management, financial planning, tax preparation, real estate consulting, and access to private investment opportunities.

Robin Gruber is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment Planning and NW Tax Planning. Additionally, he acts as an insurance agent for fixed life products such as fixed annuities and life insurance. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes.

Andres Rivera Uribe is a financial advisor with Brighton Jones LLC in Seattle, WA, holding a Series 65 designation and three years of industry experience. His work history includes multiple periods at Brighton Jones interrupted by full-time education and a role at Woodmark Waterfront Adventures. Brighton Jones serves a broad client base including high-net-worth individuals and families, retirement plan sponsors, and charitable organizations. The firm offers comprehensive wealth management services with a balance-sheet, holistic approach, combining discretionary and non-discretionary management, tax preparation, real estate consulting, and access to private investments.

Andrew Howard is a financial advisor at SCS with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at LPL Financial and GWFS Equities Inc / Great-West Financial. SCS provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm’s investment approach combines tactical, strategic, and dynamic asset allocation using a variety of instruments and offers services including portfolio management, pension consulting, and participant education programs.

Dennis Chiu is a CFP® and Series 65 licensed advisor with Brighton Jones LLC, based in Seattle, WA. He has four years of industry experience, including roles at Weinstein & Riley, P.S., and completed work at Reef Kitchens. Brighton Jones serves a diverse client base including high-net-worth individuals, families, and retirement plan sponsors, offering comprehensive wealth management services such as financial planning, discretionary investment management, family office services, and tax preparation. The firm emphasizes a balance-sheet, holistic approach and utilizes independent managers and private investment opportunities.

Samantha Kennedy is a financial advisor at Composition Wealth, LLC with 11 years of industry experience. She holds the CFP® designation and Series 65 and 66 licenses. Her prior roles include positions at Mainsail Financial Group, Commonwealth Financial Network, Global View Capital Management, LTD, and Cambridge Management Inc. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, trusts, and businesses. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and occasionally alternative investments, while serving retirement plan clients in a fiduciary capacity.

Hailey Marlow is a financial advisor at Scs in Bellevue, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Scs, she worked in various roles including positions at Woodland Coffee, September Boutique, and Hotel Ballard. Scs provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a combination of tactical, strategic, and dynamic asset allocation and offers services including discretionary portfolio management, standalone financial planning, pension consulting, and participant education.

Thomas Petroff is an advisor at Laird Norton Wetherby Wealth Management (LNW) in Seattle, WA, holding Series 65 and Series 63 designations. He has one year of experience at LNW and twelve years prior experience at The Agnew Company. LNW provides wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm focuses on customized investment strategies that include strategic asset allocation, global diversification, and a core-satellite approach, with integrated services including financial and estate planning and coordination with other advisors.

Douglass Mccrae is a financial advisor at Northwest Asset Management with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, he is involved in probate court assistance as a legal attorney. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion in assets. The firm follows a fiduciary approach focused on customized portfolios using Modern Portfolio Theory and strategic asset allocation, offering a range of investment and consulting services.

J Crosby is a financial advisor at Brighton Jones LLC with seven years of industry experience and holds a Series 65 designation. Their career includes multiple roles at Brighton Jones and prior positions at Madison Park Advisors, Stephen A. Kohn & Associates, and Pacific Lutheran University. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm provides comprehensive wealth services, including its Personal Chief Financial Officer program, family office services, discretionary investment management, tax preparation, and access to private investment opportunities, using a balance-sheet and holistic approach to client advice.

Keith Swanson is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Scs since 2022. His prior experience includes roles at LPL Financial, Pacific Capital Resource Group, and Pacific Financial Group. Outside of his advisory work, he serves as a part-time soccer referee. Scs is a multi-advisor firm managing approximately $1.64 billion in discretionary assets for individuals, trusts, corporations, and retirement plans. The firm combines tactical, strategic, and dynamic asset-allocation approaches with multiple analytical methods to manage portfolios, primarily on a discretionary basis through LPL’s platforms.

Dane Perrault is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2011, progressing through roles as Investment Consultant and Financial Consultant. Prior to joining Fidelity, he worked as a Licensed Personal Banker at JPMorgan Chase from 2009 to 2011. In his current role, Dane focuses on helping clients and their families pursue their personal and financial goals through the development of holistic wealth plans. He partners with clients to navigate financial markets and supports them at various stages of life, emphasizing integrity, a disciplined approach, and leveraging the resources available at Fidelity. Outside of his professional responsibilities, Dane's personal interests include boating, fishing, fitness, football, golf, and skiing.

Christopher Odem is a financial advisor at Freestone Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Freestone since 2015. Outside of his advisory role, he serves as a trustee for the GR Family Trust. Freestone Capital Management is a wealth management firm serving approximately 2,783 clients with a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments focused on managing downside risk.

Robert Skinner is a ChFC® credentialed financial advisor with 42 years of industry experience, currently with Prosperity Wealth Management, Inc. in Seattle, WA. His career includes roles at Fortune Financial Services, USAdvisors Wealth Management, Securities America, and Woodstone Financial Services. Outside of his advisory work, he volunteers with Mom's Demand Action/Everytown Survivor Network on gun safety and supports a nonprofit foundation that provides skating instruction and hockey equipment to youth in the Puget Sound area. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million across 1,600 clients and utilizes a multi-method investment approach with ongoing portfolio supervision and third-party manager oversight.

Kevin Johnson is a financial advisor at Composition Wealth, LLC in Seattle, WA, holding the Chartered Financial Consultant (ChFC®) designation with 37 years of industry experience. He worked at Northwestern Mutual Investment Management from 1989 to 2026 before joining Composition Wealth in 2026. Outside of his advisory role, Johnson is the owner of KMKM Enterprises, LLC, and a partial owner of Bogey Enterprises, LLC. Composition Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, insurance companies, broker-dealers, and retirement plans with investment management, financial planning, and retirement advisory services. The firm employs a primarily long-term investment strategy using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, supported by both fundamental and technical analysis.

Noah Arrick is a CFP®-credentialed financial advisor with four years of industry experience, currently with Brighton Jones LLC since 2022. He previously worked at Parcion Private Wealth and held positions at Snap! Raise and Elix Incubator. Brighton Jones LLC serves individuals, high-net-worth families, retirement plan sponsors, and various other clients, offering comprehensive wealth management services including financial planning, investment management, tax preparation, and access to private investment opportunities. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside in-house resources.

Jeffrey Eulberg is a CFP® professional with 16 years of experience in financial advising. He has been with Evergreen Capital Management LLC since 2006. Outside of his advisory role, he serves as a board member for the O'Dea High School Campaign, assisting with campaign promotion and development. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, combining ETFs, individual securities, and private funds to meet client needs.

Curtis Pepin is a financial advisor with Badgley Phelps Wealth Managers in Seattle, WA, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Badgley Phelps Wealth Managers and its predecessor entity since 2016. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning for individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management across equity, fixed income, and alternatives.

Stephanie Bruno is a CFP®-designated financial advisor with 21 years of industry experience. She is currently with Mission Wealth Management, LP, where she has worked since 2021, following nine years at Dynamic Wealth Advisors. She serves as president of the Board of Trustees for The Center For Active Living, a nonprofit organization, without compensation. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term investment strategies with a range of securities and alternative investments.